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Financial Poise Glossary

Accredited Investor

Accrual Basis Accounting

Alternative Investment

Altman Z Score

Angel

Asset

Asset Allocation

Asset Class

Asset Purchase Agreement

Asset-Test Ratio

Assignment and Assumption Agreement

Audited Financial Statements

Balance Sheet

Beta

Bill of Sale

Bond

Business Broker

Business Exit Professional

C Corporation

Capital Expenditures

Capital Gains

Capital Structure

Carry / Carried Interest

Cash Basis Accounting

Certified Copies

Closing Conditions

Committed Capital

Common Stock

Concentration Risk

Confidential Information Memorandum

Corporate Investigation

Corporate Social Responsibility (CSR)

Corporation

Correlation

Credit Facility

Current Ratio

Definitive Transaction Documents

Disclosure Schedules

Discount Rate

Diversification

Due Diligence List

Earn-Out

EBITDA

Environmental, Social, and Governance (ESG)

Equity

Equity Crowdfunding vs. “Crowdfunding”

ERISA

Escrow

Exemption

Family Office

Financial Asset

Financial Statements

FINRA (Financial Industry Regulatory Authority)

Fixed Asset Base

Float

Free Cash Flow

General Partner

Good Standing Certificate

Hedge Fund

Holdback

Income Statement

Indemnification

Independent Valuation Analyst

Inflation

Initial Public Offering (IPO)

Intangible Property

Investment Advisor

Investment Bank

Investment Horizon

IPO Market

Issuer

JOBS ACT of 2012 (Jumpstart Our Business Startups)

Leveraged Buyout (LBO)

Limited Liability Company (LLC)

Limited Partner

Limited Partnership

Limited Partnership Agreement (LPA)

Line of Credit

Liquid Asset

Liquidity

Matching Principle

Merger Agreement

Merger Arbitrage

Money-Center Bank

Mutual Fund

Net Income Statement

Non-Disclosure Agreement

Non-Revolving Line of Credit

Organizational Documents

PIPE Financing

Portfolio

Preferred Stock

Private Equity

Private Equity Fund

Private Placement

Public company

Purchase Agreement

Qualified Business Income Deduction (QBI)

Quick Ratio

Rate of Return

Real Estate Investment Trust

REIT

Return/Return on Investment (ROI)

Reverse Merger

Reverse-Breakup Fee

Revolving Line of Credit (Revolver)

Rule 506(b) & Rule 506(c)

S Corporations

Secondaries/Secondary Market

Section 1031 Real Property Exchange

Securities

Serviceable Available Market (SAM)

Short Interest

Short Selling

Sign and Close

Silver Bullet

SPAC

Startup

Statement of Cash Flows

Statement of Earnings

Stock

Stock Purchase Agreement (SPA)

Strategic Plan

Tangible Assets

Term Loan

The Greater Fool Theory

Title Certificates

Title II & III

Total Addressable Market (TAM)

Transaction Multiple

Venture Capital

Venture Capital Fund

Working Capital

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